DOSSIER · 13F-HR · Q1 2026

Downshift Financial, LLC

$193M in tracked AUM across 77 positions as of Q1 2026.

DF
CIK 0002118380 · last filed Mar 31, 2026
Total AUM
$193M
as of Q1 2026
Holdings
77
positions
Whale Score
57
57
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2026

Downshift Financial, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
SCHF
SCHWAB STRATEGIC TR
$19M743K10.1%
02
SCHB
SCHWAB STRATEGIC TR
$19M701K9.9%
03
SCHX
SCHWAB STRATEGIC TR
$18M661K9.6%
04
VTI
VANGUARD INDEX FDS
$17M49K8.9%
05
SCHR
SCHWAB STRATEGIC TR
$17M678K8.7%
06
VV
VANGUARD INDEX FDS
$10M31K5.3%
07
VXUS
VANGUARD STAR FDS
$9M107K4.5%
08
VGIT
VANGUARD SCOTTSDALE FDS
$7M111K3.4%
09
SCHM
SCHWAB STRATEGIC TR
$6M195K3.3%
10
SPYM
SPDR SERIES TRUST
$5M64K2.8%

Filing history

2026Q1Mar 31
$193M 19.1%
77 positionsView →
2025Q4Dec 31
$162M
68 positionsView →